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William Berkowitz
Member, Board of Directors and Founder
Location: Pittsburgh
412-288-9150
cfp
Check the background of this investment professional on FINRA's BrokerCheck.

Biography

William “Bill” Berkowitz founded BPU Investment Management, Inc. in 1985 and is a Member of BPU’s Board of Directors.  He provides portfolio and investment guidance to credit unions, charitable, religious and fraternal organizations and serves as an investment advisor to individual clients. Throughout his career in the financial industry, Bill  has lectured and written extensively on investing and portfolio strategy for credit unions.

  • William Berkowitz/Supplemental Brochure – ADVPart2B

Background

  • E.F. Hutton, Paine Webber and CS McKee

Education

  • Bachelor of Science, The Pennsylvania State University,1964
  • Certificate of Completion, Industry Institute® of the Wharton School of Business, University of Pennsylvania, 1975

Professional

Licenses

  • FINRA Series 1, 63, 65, 24, 4 GPA and GVA licenses
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